Purchases and Sales Made in Q3 2023 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR CORE MODERATE ALLOC.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
35
+ 0.67%
$1.36K - $1.43K
5.22K $227K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
25
+ 1.39%
$970 - $1.02K
1.82K $79.1K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
22
+ 0.98%
$854 - $898
2.28K $98.8K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
16
+ 0.13%
$621 - $653
12.8K $555K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
12
+ 0.51%
$466 - $490
2.38K $103K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
12
+ 2.75%
$466 - $490
449 $19.5K
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
8
New
$310 - $327
8 $347
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

BUY
 -
8
+ 0.04%
$310 - $327
22.2K $963K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5
+ 1.96%
$194 - $204
260 $11.3K
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
4
+ 0.07%
$155 - $163
5.48K $238K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3
+ 0.01%
$116 - $123
32.2K $1.4M
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
2
+ 0.2%
$77.6 - $81.7
1.02K $44.1K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
2
New
$77.6 - $81.7
2 $86.8
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1
+ 0.63%
$38.8 - $40.8
160 $6.94K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.55%
$38.8 - $40.8
184 $7.98K
Oct 24, 2023 Q3 2023
Bay Harbor Wealth Management, LLC

SELL
 -
-10
- 0.13%
$388 - $408
7.66K $332K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-10
- 0.18%
$388 - $408
5.42K $235K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

SELL
 -
-25
- 0.59%
$970 - $1.02K
4.23K $183K
Nov 09, 2023 Q3 2023
Delta Asset Management LLC

Memphis, TN
SELL
 -
-25
- 5.0%
$970 - $1.02K
475 $20.6K
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

SELL
 -
-33
- 0.16%
$1.28K - $1.35K
21K $909K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-34
- 1.04%
$1.32K - $1.39K
3.24K $141K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-38
- 0.14%
$1.47K - $1.55K
26.4K $1.15M
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

SELL
 -
-40
- 0.33%
$1.55K - $1.63K
12K $522K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-86
- 1.52%
$3.34K - $3.51K
5.58K $242K
Nov 13, 2023 Q3 2023
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-92
- 1.38%
$3.57K - $3.76K
6.57K $285K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-94
- 0.71%
$3.65K - $3.84K
13.2K $573K
Oct 10, 2023 Q3 2023
Fort Henry Capital, LLC

SELL
 -
-95
- 0.39%
$3.69K - $3.88K
24.4K $1.06M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-110
- 60.11%
$4.27K - $4.49K
73 $3.17K
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

SELL
 -
-118
- 1.07%
$4.58K - $4.82K
10.9K $475K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

SELL
 -
-123
- 1.87%
$4.77K - $5.02K
6.44K $280K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-124
- 1.26%
$4.81K - $5.06K
9.72K $422K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-167
- 44.65%
$6.48K - $6.82K
207 $8.98K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-168
- 13.44%
$6.52K - $6.86K
1.08K $46.9K
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-177
- 0.16%
$6.87K - $7.23K
111K $4.83M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-240
- 4.94%
$9.31K - $9.8K
4.62K $201K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

SELL
 -
-269
- 0.87%
$10.4K - $11K
30.6K $1.33M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

SELL
 -
-323
- 28.09%
$12.5K - $13.2K
827 $35.9K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-338
- 6.31%
$13.1K - $13.8K
5.02K $218K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-359
- 2.98%
$13.9K - $14.7K
11.7K $507K
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

SELL
 -
-362
- 6.13%
$14K - $14.8K
5.54K $241K
Nov 09, 2023 Q3 2023
Adams Wealth Management

SELL
 -
-406
- 3.59%
$15.8K - $16.6K
10.9K $472K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

SELL
 -
-429
- 2.12%
$16.6K - $17.5K
19.8K $858K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

SELL
 -
-471
- 2.51%
$18.3K - $19.2K
18.3K $795K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-484
- 2.48%
$18.8K - $19.8K
19K $825K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-484
- 61.11%
$18.8K - $19.8K
308 $13.4K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

SELL
 -
-527
- 7.7%
$20.5K - $21.5K
6.31K $274K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

SELL
 -
-595
- 3.01%
$23.1K - $24.3K
19.2K $831K
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
SELL
 -
-629
- 6.78%
$24.4K - $25.7K
8.65K $375K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-652
- 3.97%
$25.3K - $26.6K
15.8K $684K

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